HASTINGS EQUITY PARTNERS, LLC

RIASEC RegisteredEst. 2015
Total AUM
$498M
Discretionary
$498M
100% of AUM
Avg account
$83.1M
Accounts
6
Employees
13
Advisory reps
3

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
167499
Registered since
July 7, 2015
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles98.52%
  • Other1.48%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Hastings Equity Partners, LLC is structured as a private equity adviser that focuses on managing pooled investment vehicles for institutional clients. The firm acts in sponsor and general partner roles, forming and running private funds rather than providing broad retail wealth management. Its fee model combines a percentage-of-assets management fee with performance-based fees, a typical setup for private equity where carried interest or incentive fees align manager compensation with fund returns. Hastings is not positioned as an ESG-driven manager and does not report a multistate advisory footprint. The firm’s activity is concentrated on direct alternative strategies and fund management. As adviser and managing member of pooled vehicles, Hastings handles capital raising, fund governance and portfolio construction for closed-end products while using external managers and co-investments where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • KATRINA STARR-FREDERICK

    Chief Financial Officer & Chief Compliance OfficerCRD 6460604

Contacts

2 of 2
  • Joseph Conlon

    Managing DirectorCRD 7350241

  • EDWARD PATTON

    Managing DirectorCRD 6048554

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
10 Saint James Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth